Purchases and Sales Made in Q3 2021 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES TR EXPONENTIAL TECHNOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
112+ 0.84% |
$6.94K - $7.46K
|
13.4K
$819K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 3.32% |
$6.2K - $6.66K
|
3.11K
$190K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75+ 1.2% |
$4.65K - $5K
|
6.33K
$387K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
72+ 2.1% |
$4.46K - $4.8K
|
3.51K
$214K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
70+ 1.51% |
$4.34K - $4.66K
|
4.72K
$288K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 523.08% |
$4.21K - $4.53K
|
81
$4.95K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63New |
$3.9K - $4.2K
|
63
$3.85K
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
51+ 0.12% |
$3.16K - $3.4K
|
41.4K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44New |
$2.73K - $2.93K
|
44
$2.69K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
43+ 0.16% |
$2.67K - $2.86K
|
26.1K
$1.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40+ 1.03% |
$2.48K - $2.66K
|
3.91K
$239K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
36+ 1.35% |
$2.23K - $2.4K
|
2.7K
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
33New |
$2.05K - $2.2K
|
33
$2.02K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 0.13% |
$1.86K - $2K
|
23.6K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26+ 0.32% |
$1.61K - $1.73K
|
8.09K
$494K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11+ 0.17% |
$682 - $733
|
6.62K
$404K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
6+ 0.05% |
$372 - $400
|
11.3K
$691K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$124 - $133
|
2
$122
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 1.83% |
$620 - $666
|
535
$32.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-25- 0.02% |
$1.55K - $1.67K
|
108K
$6.59M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-68- 83.95% |
$4.21K - $4.53K
|
13
$794
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 75.0% |
$4.65K - $5K
|
25
$1.53K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83- 1.69% |
$5.14K - $5.53K
|
4.82K
$295K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-113- 0.75% |
$7K - $7.53K
|
15K
$915K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-131- 9.95% |
$8.12K - $8.73K
|
1.19K
$72.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-152- 1.74% |
$9.42K - $10.1K
|
8.6K
$525K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-171- 0.54% |
$10.6K - $11.4K
|
31.2K
$1.91M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-185- 30.94% |
$11.5K - $12.3K
|
413
$25.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-203- 5.86% |
$12.6K - $13.5K
|
3.26K
$199K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-223- 2.5% |
$13.8K - $14.9K
|
8.69K
$531K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-230- 65.16% |
$14.3K - $15.3K
|
123
$7.52K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-232- 2.0% |
$14.4K - $15.5K
|
11.4K
$695K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-235- 21.36% |
$14.6K - $15.7K
|
865
$52.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-300- 1.83% |
$18.6K - $20K
|
16.1K
$982K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-304- 5.55% |
$18.8K - $20.2K
|
5.18K
$316K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-376- 5.43% |
$23.3K - $25K
|
6.55K
$400K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-380- 6.16% |
$23.6K - $25.3K
|
5.79K
$354K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-432- 0.36% |
$26.8K - $28.8K
|
120K
$7.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-490- 10.0% |
$30.4K - $32.6K
|
4.41K
$270K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 13.26% |
$31K - $33.3K
|
3.27K
$200K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-531- 10.02% |
$32.9K - $35.4K
|
4.77K
$292K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-533- 1.35% |
$33K - $35.5K
|
38.8K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-618Closed |
$38.3K - $41.2K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-636Closed |
$39.4K - $42.4K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-693- 18.77% |
$43K - $46.2K
|
3K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-753- 7.43% |
$46.7K - $50.2K
|
9.38K
$573K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-783- 2.76% |
$48.5K - $52.2K
|
27.5K
$1.68M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16KClosed |
$71.9K - $77.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.18K- 19.32% |
$73K - $78.5K
|
4.92K
$301K
|